Invoices!!!
If patients only pay partial or have issues at checkout it would be nice to be able to send an inovice so we do not lose track of payments needed
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Christine Hermosillo
commented
Such an important feature request. I really hope this is not contingent upon "completion" of appointment.
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John Buckles
commented
Absolutely! We are having to pay to redevelop our web site to have a store just so we can take orders for products to be shipped or picked up AND for gift cards. Then we have to manually manage all this back through BLVD. Yet in BLVD you can see where they had the intention of letting you have a store which entails paying for items/services before checkout... which also goes over to deposits for services, or partial/pre-billing for services or no-show billing for in location transactions. Why they won't/don't add this functionality, or turn it on as it is in other BLVD platforms is a complete mystery as BLVD never has said 'why' the haven't, can't or won't do it. Otherwise the BLVD system is great for this industry... but this is a BIG MISS!
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Ruby Taylor
commented
I neeeeed an invoice option- I am having to go back to square to send them to clients making tracking very hard.
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Carla Hille
commented
We just switched to BLVD from Square and realized this is a huge issue for us. Went to send and invoice not knowing that BLVD didn't have this feature. We are disappointed and having to find other options. Hoping it's in the works as an update very soon, especially before the holiday season!
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Margarita Santiago
commented
We would love to see Boulevard expand its capabilities by adding a built-in invoicing feature. Having the ability to generate, send, and track invoices directly within the system would help us (and many other businesses) save time, maintain more accurate records, and provide clients with a smoother payment experience.
Currently, we find ourselves relying on outside platforms for invoicing, which creates extra steps and potential inconsistencies. Bringing this functionality into Boulevard would allow us to keep everything centralized, more efficient, and aligned with the premium service we aim to provide. -
Jen Ronan
commented
In Vagaro we were able to send patients invoices so they could pay online.
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Taeler carroll
commented
i did not know that was missing feature and im very disappointed. Invoices are huge in my business.
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Amy Robayo
commented
This is so important to have especially sometimes clients have to run out or forget their card at home. It sucks that I was paying WAY less with a different platform and they offered invoices
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Kassandra Clauss
commented
A way to save quotes for clients when locations offer exclusive limited-time offers - making it easy for them to be able to just call and buy and easier commission reporting. should be able to send to clients and have an expiration date and be easily transferred to checkout.
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John Buckles
commented
Agreed!
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Mike Dam
commented
Adding a comment to stress the importance of this functionality for our business, too!
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Leah Sampson
commented
yes!! im debating keeping square to send invoices and I would rather not.
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Leah Sampson
commented
I would love to be able to send clients invoices with an option for a payment plan. Wedding (bridal deposits) and for high-ticket items like extensions.
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Delvis Simmonds
commented
Yes, this is a HUGE need. Looking forward to this becoming a feature soon!
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John Buckles
commented
We are all facing the same dilemma it appears... we are having to go back to using Square when we choose to bill (accounts receivable) a particular client and they want an invoice sent for payment.
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Melissa Parenti
commented
Yes! In my old system we could collect a partial payment and there would be a red flag attached to their next appointment as a reminder to collect. Right now I can't even close an appointment when someone makes a partial payment!
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Iman Godfrey
commented
I had to return to square to send an invoice this week. This is so important to us!
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John Buckles
commented
It is strange that BLVD, which services numerous other industries where invoicing/open accounts and on-line processing of web based payments, has ignored that function inside BLVD for this industry.
I understand there are paperwork arounds, and integration of other web based payment portals that can be 'made to work', but the reason we went with BLVD was for total integration in one platform. Not that we can integrate/link other systems to patch holes!
My question to all of you is, how do we put a thumbtack under BLVD management to implement this coding??? I have not had the time to investigate their management structure or understand their decision making process... they are very professional and responsive otherwise... just blind, at the moment, to this essential aspect of our industry... which they need to have to retain future new customers (especially as new organizations get wind of this missing in BLVD)... and to keep/retain those of us that have already taken on BLVD.
Thoughts, ideas... anyone?
John F. Buckles
COO- The Malta Group, Inc. dba: Embody Regenerative Aesthetics / Embody SKIN Care & MED Spa -
Brooke Taylor
commented
New to Boulevard, we are in the camp of missed this feature not being available and now having major regrets. The amount of scenarios where we need to invoice are multitude. Never mind the system froze today with our first time using it with a new patient - after trying everything imaginable, I finally said let's not keep you, we'll invoice you! Having no idea we cannot. I saw another post of this saying the requests go back years for this feature. I'm a little shocked because you pretty much insist we use your payment system, otherwise we could have kept square up as our system - I really had no beef with them. Please fix asap. Going to keep an eye on other people's workarounds, but having a secondary system was one reason we consolidated - to avoid having to have multiple apps running for transactions. Yet here we are! Oof.
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Maggie Vasto
commented
We just switched to BLVD from vagaro and realize this is a huge issue for us. I already have two clients I have to keep track of. I have heard this is in the works and I'm just hoping it comes soon.